Integrate Raku-Raku Sales with Google Search to search for company information using keywords added to Raku-Raku Sales, summarize the search results, and update Raku-Raku Sales.
How to Integrate Applications
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2024/10/17
Integrate Raku-Raku Sales with Google Search to search for company information using keywords added to Raku-Raku Sales, summarize the search results, and update Raku-Raku Sales.
e.koyama
Collecting corporate information is crucial for accurately approaching leads and customers. By understanding the latest information on the organizational structure, business development, and management policies of new prospective customers or existing customers with whom new transactions are beginning, strategies can be more easily formulated, and the accuracy of proposals can be improved.
This article introduces a method to automatically update Rakuraku Sales records by summarizing Google search results when corporate information is registered in the Rakuraku Sales database. This automation can reduce the burden of information gathering and data updating, allowing for smoother approaches to leads and customers.
Benefits of Integrating Rakuraku Sales with Google Search
In sales activities, integrating Rakuraku Sales with Google Search offers the following benefits.
Benefit 1: Efficient Information Gathering
By automating the series of processes from searching for corporate information, summarizing search results, and updating data, the burden of each task can be reduced. This allows sales representatives to allocate time to other important tasks such as preparing materials and conducting business negotiations. Additionally, since the latest information on leads and customers can be quickly grasped, these tasks can also be started smoothly.
Benefit 2: Centralized Data Management and Improved Reliability
By automatically reflecting the search results of corporate information in Rakuraku Sales, double data entry and update omissions can be prevented. Since the searched information is aggregated in the Rakuraku Sales system, an improvement in data reliability can be expected. If each representative conducts their work based on accurate information, it may lead not only to better responses to each customer but also to improved accuracy in management decisions and business planning.
To leverage these benefits in sales activities, please try this integration. It can be easily set up using Yoom.
[What is Yoom]
How to Create a Workflow for Integrating Rakuraku Sales with Google Search
Let's proceed with setting up the integration and automation of workflows between Rakuraku Sales and Google Search.
Using a template, we will introduce the procedure for creating a workflow to "search for corporate information on Google using keywords added to Rakuraku Sales, summarize the search results, and update Rakuraku Sales."
※ The integration with Rakuraku Sales and AI operations including summarization in Yoom are available in some paid plans. A two-week free trial is also offered.
Before You Begin
1. In Rakuraku Sales, please contract the API integration option and register Yoom's IP address.
2. Please log in to Yoom.
3. Click the "Try it" button below to copy the template in Yoom.
Step 1: Integration of Rakuraku Sales and Google Search My Apps
※ If the app integration is already completed, please proceed to Step 2.
1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select Rakuraku Sales and Google Search respectively, and integrate the apps. ※ For Rakuraku Sales integration, entering the account name and access token is required. Please generate the token following the steps in the image below. Additionally, if using SSL client authentication, the client certificate file and client certificate file password will also be necessary.
Next, copy the template to My Project and create a Flow Bot. If you haven't copied it yet, please copy the Flow Bot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try This Template" on the redirected page 3. Register for Yoom ※ If you have already registered, the login screen will be displayed, so please log in.
Step 2: Setting a Trigger to Activate When a Record is Registered in Raku-Raku Sales
1. Open the copied template. ※ You can change the title from the red frame in the image below.
2. Click the Flowbot's "App Trigger: When a Record is Registered".
3. Configure the "Select Linked Account and Action" settings. Change the title as needed and click "Next".
Step 3: Setting an Action to Obtain Google Search Results
1. Click the Flowbot's "Integrate with App: Obtain Search Results".
2. Configure the "Select Linked Account and Action" settings. Change the title as needed and click "Next".
3. Configure the API connection settings. Please enter each item. ※ For the search query, enter the output obtained in Step 2, as well as keywords for searching company information. Combining multiple keywords will help you obtain more accurate information than a single keyword search.
※ Candidates for output will be displayed when you click the input field. If the output acquisition in Step 2 is successful, the action name and item name will be additionally displayed in the candidate list below. Please select the target item from there.
4. Click "Test".
5. If the test is successful, click "Save".
Step 4: Setting an Action to Summarize the Search Results Obtained from Google Search
※ For selecting actions and setting conditions for summarization, please refer to here.
1. Select the Flowbot's "Summarize: Summarize".
2. Configure the "Select Action" settings. Change the title and action as needed.
3. Click "Next".
4. Configure the detailed settings. ・Text to Summarize: Enter the output of the search results obtained in Step 3. In the image below, it is referred to as "List of Snippets". ・Number of Characters, Summary Conditions: Enter the necessary values and conditions for each.
※ The image below is an example of output reference.
5. Click "Test".
6. If the test is successful, click "Save".
Step 5: Setting an Action to Update the Record in Raku-Raku Sales
1. Click the Flowbot's "Integrate with App: Update Record".
2. Configure the "Select Linked Account and Action" settings. Change the title as needed and click "Next".
3. Configure the API connection settings. Please select and enter each item. ・"Header Item ID" in "Registration Data": Enter the ID of the item where the search results will be registered. ・"Value to Register" in "Registration Data": Enter the output of the summary results obtained in Step 4. ※ If there are other items you want to update, click "+ Add Registration Data" to configure them.
※ The image below is an example of output reference.
4. Click "Test".
5. If the test is successful, click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow of "Searching for Company Information on Google Using Keywords Added to Raku-Raku Sales, Summarizing the Search Results, and Updating Raku-Raku Sales".
Other Automation Examples Using Raku-Raku Sales and Google Search
There are many other examples of automation using Raku-Raku Sales and Google Search on Yoom, so here are a few introductions.
1. A flow that performs a Google search for reviews using keywords added to @pocket and updates the summary of the search results in a Google Spreadsheet. By automating the collection of consumer opinions, you can reduce the time spent on tasks such as checking evaluations of your products and services and gathering information for marketing purposes.
2. This is a flow to register a record in Raku-Raku Sales when the status is updated in kintone. By using the status feature of kintone, records can be automatically registered when the process advances to a specific stage. If information is registered at the timing of internal checks for new customers or approval of proposal documents by the responsible person, subsequent processes will proceed smoothly.
3. This is a flow to register a schedule in Google Calendar when information is registered in Raku-Raku Sales. When task deadlines are automatically synced to the team's calendar, the entire team can grasp the progress of the project. Compared to manual work, it can reduce the effort and errors of transcription.
Summary
By integrating Rakuraku Sales with Google Search, you can automate everything from searching for company information, summarizing search results, to updating data. This will reduce the workload of sales representatives and allow them to smoothly start approaching leads and customers. If the reliability of data is enhanced through centralized information management, it is expected to improve not only customer service but also the accuracy of management decisions and business planning. With Yoom, you can easily set up the integration, so please give it a try.
The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry.
The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs.
We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom...
I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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